Boutique advisory

What we offer

Tailored advice and solutions to your unique challenges

Combining a wealth of experience and knowledge of the industry, our team are confident that we will be able help you access the knowledge you seek.

At Southern Summit Advisory, we are a team of professionals that are trusted by thousands of businesses to solve challenges, often associated with high-risk consequences.

The reason we are continually trusted by so many noteworthy professionals is because we’ve done this before. Our team come from diverse pathways and industries, allowing us to draw upon our vast experiences to solve any challenges you may be facing.

Every business is different with its own set of unique questions. Our business advisory division provides tailored advice and answers based on your specific circumstances.

Our network contains specialists in:

  • Business grants and incentives
  • Business development and marketing
  • Banking and finance
  • Financial planning and wealth creation
  • Business succession and exit planning
  • Legal
  • IT + more!

Whatever your financial goals; we provide the tailored advice you need to achieve them.

Testimonials

Hear what our clients say

We are proud to have ingrained a reputation as a trusted and experienced Sydney advisory.

As a long time client, we are so grateful to have an advisory team that supports our numerous business operations and property ventures. Their energy and professionalism shows their strong desire to continually provide proactive and timely advice. The strategic advice we have received and implemented over the years has been excellent.
Margaret O’ConnorO’Connors Strata & Property Specialists
Thanks to the SSA team for their years of excellent proactive advice around not only our business operations but also our personal finances. Jon’s advice in relation to our property investment strategies, including the many structuring complexities that comes with it, has been invaluable for us as we continue to build our assets for the future.
Paul HadfieldGymea Allied Health
Thanks for your support in guiding our business through a significant growth period. Your responsiveness and service have always been of a very high standard. The advice we received around the restructure of our business allowed us to operate our business under a more robust structure and obtain opportunities to minimise our tax along the way.
Tony ForeshewForeshew Strata Agency
Merging ALT Tax with Southern Summit Advisory was a considered opportunity to bring a broader diversity of skills and experience together for clients. The pooled talents of the emerging young, smart set with the steady hand of the longer experience have been insightful for all, adding yet another lived experience to our repertoire.
Annette Lee TaskerFounder of Alt Tax and Accounting

Contact us

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